Invision Capital Investment Strategy

Invision Capital’s strategy is to provide lower middle market companies with both flexible capital and strategic support in order to achieve the greatest growth potential. The Principals of Invision have successfully partnered with management in over 30 lower middle market companies.


Investment Criteria

Invision Capital seeks to partner with U.S. based lower middle market companies with significant long-term growth potential which can be achieved organically and/or through add-on acquisition. Invision Capital typically invests in companies with the following criteria:

– Revenues generally under $200 million
– EBITDA generally under $10 million
– Reasonable valuations
– Manufacturing, distribution or service industry
– Experienced and talented management team
– Cash flow positive businesses
– Significant growth potential
– Potential to realize valuation multiple expansion upon exit

Types of Transactions

Invision Capital’s strategy is to provide lower middle market companies with flexible capital and typically invests between $2 million and $10 million in each portfolio platform. Invision also has the ability to complete transactions of larger sizes through limit partner co-investments. The following are representative types of transactions:

– Management buyouts
– Recapitalizations
– Control or non-control transactions
– Acquisitions
– Growth capital investments supporting acquisition strategies or expansion plans
– Divestitures from larger institutions
 

 

155 N. Wacker Drive, Suite 4480, Chicago, IL 60606 | Tel : (312) 236-4600